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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $69,446 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $23,067 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,234 | $62,541-75.6% | $129,406-88.2% | $200,096-92.4% |
| Participation rate | 33.9% | 56.8%-22.9pp | 69.6%-35.8pp | 72.0%-38.2pp |
| Annual return | 13.11% | 16.95%-3.8pp | 9468.18%-9455.1pp | 34.26%-21.1pp |
| Employer contribution / active EE | $568 | $2,392-76.2% | $4,155-86.3% | $3,038-81.3% |
| Participant deferral / active EE | $535 | $3,123-82.9% | $4,167-87.2% | $5,090-89.5% |
| Admin fee / account holder | $122 | $167-26.8% | $7,689-98.4% | $269-54.6% |